Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFB Advisors charges fixed fees for financial planning and consulting, ranging from $500 to $5,000 depending on scope and complexity. Investment and wealth management fees are based on assets under management, varying between 0.25% and 1.5% annually, charged quarterly in advance. Retirement plan consulting fees are either fixed or asset-based, individually negotiated. Clients also incur third-party charges like brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ralph is the chairman/owner of Tax Favored Benefits Inc, focusing on pension administration, and an Investment Adviser Representative of TFB Advisors, LLC. He also dedicates nearly full-time hours to his role as an IAR and spends minimal time as the owner of B&W Investment, LLC.